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MONECO Advisors’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

MONECO Advisors’s Portfolio BSMR Stock Details BSMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.56M Buy
150,408
+15,169
+11% +$360K 0.28% 79
2025
Q4 		$3.2M Buy
135,239
+7,557
+6% +$179K 0.25% 81
2025
Q3 		$3.02M Buy
127,682
+7,277
+6% +$172K 0.25% 87
2025
Q2 		$2.83M Buy
120,405
+41,543
+53% +$970K 0.26% 89
2025
Q1 		$1.86M Buy
78,862
+24,309
+45% +$575K 0.19% 117
2024
Q4 		$1.29M Buy
54,553
+15,983
+41% +$379K 0.14% 152
2024
Q3 		$914K Buy
38,570
+14,796
+62% +$350K 0.11% 166
2024
Q2 		$558K Buy
23,774
+13,103
+123% +$308K 0.08% 221
2024
Q1 		$252K Sell
10,671
-275
-3% -$6.53K 0.04% 348
2023
Q4 		$262K Buy
+10,946
New +$254K 0.05% 315

Other funds holding BSMR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MONECO Advisors's BSMR Position: Q1 2026 in Review

MONECO Advisors increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 11% in Q1 2026, buying an estimated $360K and bringing the position to 150,408 shares worth $3.56M. The position accounts for 0.28% of the portfolio, ranked #79.

MONECO Advisors first reported a position in BSMR in Q4 2023 and has held it in 10 quarters since. 142 funds tracked by Wall St. Rank hold BSMR as of Q1 2026.

  • MONECO Advisors held 150,408 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $3.56M as of Q1 2026.
  • MONECO Advisors bought 15,169 Invesco BulletShares 2027 Municipal Bond ETF shares in Q1 2026, an estimated $360K.
  • Invesco BulletShares 2027 Municipal Bond ETF made up 0.28% of MONECO Advisors's portfolio in Q1 2026, its #79 holding.
  • MONECO Advisors first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 142 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.